Part 12/13:

The conversation concludes with a recognition that both China and the U.S. face systemic issues—China’s inequality and political control, and the U.S.’s infrastructure and industrial decline. The AI race is not purely technological but deeply intertwined with infrastructure, energy, geopolitics, and societal resilience.

China’s resilience—despite economic bubbles and social unrest—demonstrates that economic and technological power can be maintained through centralized planning and sheer scale. The U.S., on the other hand, must rethink its strategies: investing in domestic manufacturing, supply chain diversification, and technology infrastructure to stay competitive.